Retirement & SMSFs

financial security, planning, advice, money, wealth

Switzer Advisory provides complete Investment Fund and Self-Managed Superannuation Fund (SMSF) administration services, which will ensure your fund meets ATO audit and compliance requirements, giving you complete peace of mind. Retirement management can also help those transition into retirement easily without the stress of managing pensions, Centrelink and income stream strategies.

Switzer Advisory can assist with:

  • Management of all correspondence and communications including corporate actions such as rights issues, share splits, share purchase plans and buy-backs
  • Day-to-day portfolio administration
  • Tracking of all investment activity & reporting
  • Monthly reconciliations and cash transaction reports
  • Annual fund financials and income tax returns
  • External fund audit
  • All compliance requirements as stipulated by legislation

Switzer provides complete Investment Fund and Self-Managed Superannuation Fund (SMSF) administration services, which include:

  • Management of all correspondence and communications including corporate actions such as rights issues, share splits, share purchase plans and buy-backs
  • Day-to-day portfolio administration
  • Tracking of all investment activity
  • Investment portfolio reporting
  • Realised and unrealised capital gains reports
  • Monthly reconciliations and cash transaction reports
  • Preparation of year end investment reporting.

In addition, our SMSF administration service also includes:

  • Member balance reporting
  • Annual fund financials and income tax returns
  • External fund audit
  • All compliance requirements as stipulated by legislation.

Utilising our SMSF service will ensure your fund meets ATO audit and compliance requirements, giving you complete peace of mind.

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